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For Companies At a Glance
- Tasks: Support financial advisers and paraplanners in delivering top-notch financial planning services.
- Company: Join an award-winning financial planning firm with over 30 years of industry leadership.
- Benefits: Enjoy a competitive salary, annual bonus, private medical insurance, and generous leave.
- Why this job: Be part of a diverse team, gain industry-leading training, and work towards chartered status.
- Qualifications: Experience in financial planning support and strong communication skills are essential.
- Other info: Flexible working with 2-3 days in the office; perfect for students seeking real-world experience.
Role: Assistant Paraplanner (12 Month FTC)
Location: City of London
Salary: Up to £28,500
2-3 days a week in the office
This is an award-winning financial planning and investment company with an excellent reputation within the industry. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
Due to growth, this company has an exciting opportunity for someone to join the Assistant Paraplanner team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. This is a central role that supports the Advisers and Paraplanners of the business.
Role responsibilities include:
- Obtain information for Paraplanners and Advisers, utilising software such as IRESS
- Issuing LOAs, chasing providers, and liaising with the Paraplanners on this
- Producing new business illustrations
- Utilise the back office system to record client data
- Understanding the regulatory framework, and abiding by FCA regulations
You will benefit from working with a highly experienced team in an environment that provides industry-leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.
What’s on offer?
- Discretionary Annual Bonus
- 10% Employer Pension Contribution
- Private Medical Insurance
- Life Assurance
- Annual Leave – minimum of 25 days
- Additional days off at Christmas
- Discounted gym membership
What’s needed for me to be considered?
- Previous experience within Financial Planning in an Adviser or Paraplanner support role
- Ideally working towards the Level 4 Diploma in Regulated Financial Advice, or a view to start with this
- Understanding of the full financial planning advice process
- Strong communication skills
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Assistant Paraplanner employer: Heat Recruitment Ltd
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Paraplanner
✨Tip Number 1
Familiarise yourself with the software mentioned in the job description, such as IRESS. Having hands-on experience or even a basic understanding of how these tools work can set you apart during the interview process.
✨Tip Number 2
Brush up on your knowledge of the regulatory framework and FCA regulations. Being able to discuss these topics confidently will demonstrate your commitment to compliance and your understanding of the financial planning landscape.
✨Tip Number 3
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with current Assistant Paraplanners or Advisers. This could provide you with valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss your previous experience in financial planning support roles. Be ready to share specific examples of how you've contributed to the financial advice process, as this will highlight your suitability for the role.
We think you need these skills to ace Assistant Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or paraplanning support roles. Emphasise any qualifications, such as working towards the Level 4 Diploma in Regulated Financial Advice, and showcase your understanding of the financial planning advice process.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Assistant Paraplanner. Mention your strong communication skills and how they will benefit the Advisers and Paraplanners you will be supporting. Use examples from your past experiences to demonstrate your suitability for the position.
Highlight Relevant Skills: In your application, clearly outline your skills related to obtaining information for Paraplanners, using software like IRESS, and understanding regulatory frameworks. This will show that you are well-prepared for the responsibilities of the role.
Proofread Your Application: Before submitting your application, take the time to proofread it for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Heat Recruitment Ltd
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process and the role of an Assistant Paraplanner. Brush up on key concepts and terminology, as this will help you demonstrate your knowledge during the interview.
✨Familiarise Yourself with Relevant Software
Since the role involves using software like IRESS, it’s beneficial to familiarise yourself with these tools beforehand. If you have experience with similar software, be ready to discuss how you used it in previous roles.
✨Showcase Your Communication Skills
Strong communication is crucial in this role. Prepare examples of how you've effectively communicated with clients or team members in the past, especially in high-pressure situations or when dealing with complex information.
✨Understand Regulatory Frameworks
Having a grasp of the regulatory environment, particularly FCA regulations, is essential. Be prepared to discuss how you ensure compliance in your work and any relevant experiences you have in this area.
